Difference between revisions of "Merge Leads Screen"
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This screen allows you to merge one lead into another. Manually enter the internal ID of the "From Lead" and the "To Lead" fields or search for the lead IDs by clicking the [[lookup widget]]. | This screen allows you to merge one lead into another. Manually enter the internal ID of the "From Lead" and the "To Lead" fields or search for the lead IDs by clicking the [[lookup widget]]. | ||
| − | Clicking the [Merge] button will take you to the "Confirm Merge" screen. On this screen you can click the [Common View] button to view the lead details of the relevant lead. Clicking the [Confirm Merge] button will merge the two leads and delete [From Lead]. | + | Clicking the [Merge] button will take you to the "Confirm Merge" screen. On this screen you can click the [Common View] button to view the lead details of the relevant lead. Clicking the [Confirm Merge] button will merge the two leads and delete [From Lead]. It will also take you to the [[View Lead Screen]] to view the newly merged lead. |
Revision as of 21:47, 23 September 2007
This screen allows you to merge one lead into another. Manually enter the internal ID of the "From Lead" and the "To Lead" fields or search for the lead IDs by clicking the lookup widget.
Clicking the [Merge] button will take you to the "Confirm Merge" screen. On this screen you can click the [Common View] button to view the lead details of the relevant lead. Clicking the [Confirm Merge] button will merge the two leads and delete [From Lead]. It will also take you to the View Lead Screen to view the newly merged lead.
